Filed May 2, 2018
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,157 | $96,128+63.5% | $136,007+15.6% | $80,856+94.4% |
| Participation rate | 92.8% | 71.2%+21.5pp | 76.5%+16.3pp | 67.6%+25.1pp |
| Annual return | 22.03% | 28.71%-6.7pp | 579.32%-557.3pp | 35.59%-13.6pp |
| Employer contribution / active EE | $11,198 | $3,351+234.1% | $4,217+165.6% | $2,755+306.5% |
| Participant deferral / active EE | $16,032 | $5,709+180.8% | $7,025+128.2% | $4,296+273.2% |
| Admin fee / account holder | $1,774 | $8,236-78.5% | $6,858-74.1% | $6,918-74.4% |